Bill Ryan Portfolio
Invests via Manhattan West Asset Management LLC | Managed by Mike Galanowsky, CFA, Calvin Bui
Invests via Manhattan West Asset Management LLC
Managed by Mike Galanowsky, CFA, Calvin Bui
Automatically Tracked
Bill Ryan Profile
With a rich background in financial management and corporate leadership, Bill Ryan has significantly shaped the investment landscape. He has held senior roles across various sectors, focusing on driving organizational growth and operational efficiency. His experience includes founding successful ventures that have redefined industry standards, showcasing his knack for innovation and strategic vision. As an active participant in capital markets, he leverages deep insights to inform business decisions while also fostering partnerships that enhance value creation. Ryan's impact on entrepreneurship is underscored by his commitment to empowering emerging leaders within the finance community.
With a rich background in financial management and corporate leadership, Bill Ryan has significantly shaped the investment landscape. He has held senior roles across various sectors, focusing on driving organizational growth and operational efficiency. His experience includes founding successful ventures that have redefined industry standards, showcasing his knack for innovation and strategic vision. As an active participant in capital markets, he leverages deep insights to inform business decisions while also fostering partnerships that enhance value creation. Ryan's impact on entrepreneurship is underscored by his commitment to empowering emerging leaders within the finance community.
Investment Philosophy & Strategy
Identifying promising ventures requires a discerning eye for growth potential, and Bill Ryan excels in this domain. His extensive entrepreneurial background informs a proactive approach to investments, prioritizing innovative business models that capture market interest. With an emphasis on nurturing startups, he leverages his leadership acumen to catalyze transformative change within organizations. This orientation fosters not only capital appreciation but also the development of sustainable business practices that drive long-term success. By strategically aligning with driven founders, he champions initiatives designed for scalability and impact.
Identifying promising ventures requires a discerning eye for growth potential, and Bill Ryan excels in this domain. His extensive entrepreneurial background informs a proactive approach to investments, prioritizing innovative business models that capture market interest. With an emphasis on nurturing startups, he leverages his leadership acumen to catalyze transformative change within organizations. This orientation fosters not only capital appreciation but also the development of sustainable business practices that drive long-term success. By strategically aligning with driven founders, he champions initiatives designed for scalability and impact.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
62.43%
Gain -0.23%
Monthly
0.83%
Yearly
10.5%
Drawdown
17.35%
$554.89M
Equity
Holdings
$554.89M
Investment
$430.83M
$140.25M
Profit -$849,260.34
Realized
$16.19M
Unrealized
$124.06M
Dividends
$29.6M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.23%
Profit
-$849,260.34
Win %
71%
This Week
Compared To Last Week
Gain
-0.94%
Profit
-$5.26M
Win %
71%
This Month
Compared to last month
Gain
-0.49%
Profit
-$2.73M
Win %
71%
This Year
Compared to last year
Gain
8.76%
Profit
$44.68M
Win %
71%
AVGO Broadcom Inc.
+3%
+$316,795.5 
SNOW Snowflake Inc.
+2.87%
+$170,503.95 
PAGS PagSeguro Digital Ltd.
+2.82%
+$15,199.27 
PLTR Palantir Technologies Inc.
+2.82%
+$7,351.83 
IBIT iShares Bitcoin Trust
+2.37%
+$11,881.6 
NOC Northrop Grumman Corporation
+2.14%
+$11,548.95 
MSFT Microsoft Corp.
+2.03%
+$423,776.53 
GOOG Alphabet Inc
+1.9%
+$26,168.89 
VRT Vertiv Holdings Co
+1.89%
+$4,687.7 
GOOGL Alphabet Inc
+1.77%
+$537,622.65 
ALL Allstate Corporation
+1.42%
+$5,712.89 
AMZN Amazon.com Inc
+1.42%
+$294,108.5 
CVX Chevron Corporation
+1.33%
+$4,575.02 
IGM iShares Expanded Tech Sector ETF
+1.29%
+$4,752.02 
RTX RTX Corporation
+1.27%
+$5,842.5 
EL The Estée Lauder Companies Inc. Class A
+1.24%
+$8,535.36 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
+1.16%
+$8,778.97 
FTNT Fortinet Inc.
+1.04%
+$80,416.84 
V Visa Inc. Class A
+1.03%
+$51,450.28 
XLK State Street Technology Select Sector SPDR ETF
+1.03%
+$9,888.37 
NVDA NVIDIA Corporation
+0.99%
+$337,796.25 
TYG Tortoise Energy Infrastructure Total Return Fund
+0.97%
+$4,985.25 
XLE Energy Select Sector SPDR Fund
+0.94%
+$3,393.72 
GD General Dynamics Corporation
+0.94%
+$61,626.24 
XOM Exxon Mobil Corporation
+0.87%
+$22,190.58 
IEMG iShares Core MSCI Emerging Markets ETF
+0.86%
+$3,060.99 
ETN Eaton Corporation plc
+0.83%
+$2,533.65 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.83%
+$7,548.31 
QQQ Invesco QQQ Trust, Series 1
+0.82%
+$20,853.85 
VOOG Vanguard S&P 500 Growth ETF
+0.77%
+$3,922.5 
IWF iShares Russell 1000 Growth ETF
+0.72%
+$10,030.54 
LDOS Leidos Holdings Inc.
+0.71%
+$23,612.44 
GIB CGI Inc.
+0.67%
+$13,687.76 
LMT Lockheed Martin Corporation
+0.6%
+$2,571.15 
QCOM QUALCOMM Incorporated
+0.58%
+$23,631.25 
TJX The TJX Companies, Inc.
+0.56%
+$1,261.5 
MA Mastercard Incorporated
+0.55%
+$6,317.15 
EMXC iShares MSCI Emerging Markets ex China ETF
+0.5%
+$6,372.38 
JQUA JPMorgan U.S. Quality Factor ETF
+0.45%
+$1,391.68 
PANW Palo Alto Networks, Inc.
+0.44%
+$2,705.85 
META Meta Platforms Inc Class A
+0.43%
+$5,227.44 
SYK Stryker Corporation
+0.39%
+$792.55 
PYPL PayPal Holdings Inc
+0.38%
+$2,862.51 
SPEM SPDR Portfolio Emerging Markets ETF
+0.35%
+$1,516.9 
SPYI NEOS S&P 500 High Income ETF
+0.28%
+$1,276.55 
VOO Vanguard S&P 500 ETF
+0.25%
+$2,744.56 
IWB iShares Russell 1000 ETF
+0.24%
+$2,147.31 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.24%
+$5,546.42 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.24%
+$12,516.31 
SPY SPDR S&P 500 ETF Trust
+0.24%
+$6,459.62 
IVV iShares Core S&P 500 ETF
+0.24%
+$27,420.9 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+0.23%
+$684.53 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.23%
+$1,882.86 
BRK-B Berkshire Hathaway Inc.
+0.14%
+$11,806.07 
C Citigroup Inc.
+0.13%
+$10,423.96 
UBER Uber Technologies, Inc.
+0.11%
+$8,856.16 
TRGP Targa Resources Corp.
+0.09%
+$2,940.6 
VO Vanguard Mid-Cap ETF
+0.08%
+$194.22 
USFR WisdomTree Floating Rate Treasury Fund
+0.01%
+$222.5 
AMZE Amaze Holdings, Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
DHI D.R. Horton, Inc.
-2.96%
-$185,515.11 
AVTR Avantor Inc.
-2.71%
-$74,122.8 
AAPL Apple Inc.
-2.48%
-$541,948.98 
NFLX Netflix, Inc.
-2.23%
-$79,273.54 
EMR Emerson Electric Co.
-2.04%
-$6,668.32 
LOW Lowe's Companies Inc.
-1.96%
-$31,660.69 
MS Morgan Stanley
-1.96%
-$10,419.16 
CP Canadian Pacific Kansas City Limited
-1.93%
-$71,156.53 
LLY Eli Lilly and Company
-1.82%
-$49,126.12 
TSLA Tesla, Inc.
-1.79%
-$17,462.4 
HD The Home Depot, Inc.
-1.77%
-$6,616.5 
ALV Autoliv, Inc.
-1.71%
-$68,330.2 
WMT Walmart Inc.
-1.64%
-$12,103.12 
UNP Union Pacific Corporation
-1.58%
-$4,178.52 
BA Boeing Company
-1.51%
-$4,712.57 
AMCR Amcor plc
-1.46%
-$4,530.56 
JNJ Johnson & Johnson
-1.42%
-$50,594.01 
SNY Sanofi American Depositary Receipt
-1.35%
-$47,945.64 
DIS The Walt Disney Company
-1.27%
-$25,008.32 
GBDC Golub Capital BDC, Inc.
-1.26%
-$3,526.22 
LRCX Lam Research Corporation
-1.25%
-$6,571.5 
AMRZ Amrize Ltd.
-1.15%
-$7,943.52 
AEP American Electric Power Company, Inc.
-1.06%
-$2,235.44 
XLB Materials Select Sector SPDR Fund
-0.92%
-$3,742.78 
NVO Novo Nordisk A/S Sponsored ADR
-0.91%
-$19,625.9 
GO Grocery Outlet Holding Corp
-0.9%
-$5,654.2 
CCJ Cameco Corporation
-0.84%
-$13,888.08 
PFE Pfizer Inc.
-0.8%
-$21,503.8 
PG Procter & Gamble Co
-0.77%
-$39,706.05 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.72%
-$97,708.3 
VGLT Vanguard Long-Term Treasury Fund
-0.71%
-$13,471.15 
COST Costco Wholesale Corporation
-0.68%
-$37,026.85 
PH Parker-Hannifin Corporation
-0.66%
-$1,609.05 
XLV Health Care Select Sector SPDR Fund
-0.63%
-$20,111.34 
XLU Utilities Select Sector SPDR Fund
-0.63%
-$72,713.48 
SPLV Invesco S&P 500 Low Volatility ETF
-0.63%
-$1,680 
PRU Prudential Financial, Inc.
-0.61%
-$2,001.75 
XLP Consumer Staples Select Sector SPDR Fund
-0.56%
-$6,199.68 
JPM JPMorgan Chase & Co.
-0.49%
-$49,264.32 
GS The Goldman Sachs Group, Inc.
-0.48%
-$28,385.28 
IYR iShares U.S. Real Estate ETF
-0.48%
-$1,321.92 
VNQ Vanguard Real Estate ETF
-0.48%
-$15,803.52 
IQV IQVIA Holdings Inc.
-0.47%
-$14,347.12 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.44%
-$1,011.84 
UNH UnitedHealth Group Incorporated
-0.43%
-$18,950.08 
XLI Industrial Select Sector SPDR Fund
-0.42%
-$1,460.27 
VIG Vanguard Dividend Appreciation ETF
-0.4%
-$6,285.12 
IUSV iShares Core S&P U.S. Value ETF
-0.4%
-$1,069.2 
ABBV AbbVie Inc.
-0.39%
-$2,918.55 
EFV iShares MSCI EAFE Value ETF
-0.38%
-$3,389.55 
EFA iShares MSCI EAFE ETF
-0.36%
-$5,643.37 
LMUB iShares Long-Term National Muni Bond ETF
-0.36%
-$28,509.84 
IEFA iShares Core MSCI EAFE ETF
-0.33%
-$59,035.1 
ASML ASML Holding N.V. New York Registry Shares
-0.3%
-$41,034.44 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.27%
-$2,525.57 
LIN Linde plc
-0.26%
-$13,728.15 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.26%
-$14,692.73 
PM Philip Morris International Inc.
-0.25%
-$14,614.57 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.24%
-$961.74 
MBB iShares MBS ETF
-0.24%
-$51,247.13 
MLN VanEck Long Muni ETF
-0.23%
-$20,292.68 
IJH iShares Core S&P Mid-Cap ETF
-0.21%
-$3,419.68 
IWD iShares Russell 1000 Value ETF
-0.21%
-$1,779.33 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.2%
-$10,082.48 
CSCO Cisco Systems, Inc.
-0.2%
-$4,890.38 
KO The Coca-Cola Company
-0.2%
-$423.36 
XLF Financial Select Sector SPDR Fund
-0.19%
-$1,628.87 
GLDM SPDR Gold MiniShares Trust
-0.18%
-$883.82 
GNRC Generac Holdings Inc.
-0.17%
-$1,847.73 
GLD SPDR Gold Shares
-0.16%
-$1,997.4 
AJG Arthur J. Gallagher & Co.
-0.14%
-$3,783.22 
IJR iShares Core S&P Small-Cap ETF
-0.14%
-$2,132.06 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.13%
-$3,828.68 
CRSP Crispr Therapeutics AG
-0.13%
-$570.12 
NYF iShares New York Muni Bond ETF
-0.12%
-$329.81 
SPTS SPDR Portfolio Short Term Treasury ETF
-0.12%
-$15,351.42 
MUB iShares National Muni Bond ETF
-0.12%
-$17,611.25 
RSP Invesco S&P 500 Equal Weight ETF
-0.12%
-$453.77 
FMHI First Trust Municipal High Income Fund
-0.11%
-$12,539.01 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$727.4 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.1%
-$666.6 
VGSH Vanguard Short-Term Treasury Fund
-0.09%
-$571.75 
VTEC Vanguard California Tax-Exempt Bond Fund
-0.07%
-$1,798.28 
HYLS FT Tactical High Yield ETF
-0.06%
-$663.83 
CMF iShares California Muni Bond ETF
-0.05%
-$11,933.25 
LMBS First Trust Low Duration Opportunities ETF
-0.03%
-$1,104.22 
SUB iShares Short-Term National Muni Bond ETF
-0.02%
-$946.8 
VXF Vanguard Extended Market ETF
0%
-$18.13 Events
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Dividends
Dividend Analysis
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| Trades 2158 | Longs Won 1295/2158 60% | Profit Factor 4.66 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $345,858.15 |
| Average Win $137,852.33 | Best Trade (Jul 22) $8.74M | Sharpe Ratio -9.55 |
| Average Loss -$44,343.63 | Worst Trade (Dec 31) -$2.02M | Z-Score 5.37 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 1w 1d | Expectancy $64,990.83 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 12,500 | 11,250 | 10,000 | 8,750 | 7,500 | 6,250 | 5,000 | 3,750 | 2,500 | 1,250 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Bill Ryan?
The largest contributions to the portfolio's profits come from the following stocks: Ross Stores, Inc - $3.91M, Apple Inc - $3.88M, NVIDIA Corporation - $3.59M, Broadcom Inc - $2.42M, and Alphabet Inc - $2.34M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: 374Water Inc - $2.93M, Nike, Inc. - Class B - $2.03M, Albemarle Corporation - $1.54M, Meta Platforms Inc Class A - $932,229.42, and ICON plc - $920,660.99. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Bill Ryan's portfolio generate?
The portfolio generates substantial dividend income, with a total of $29.6M earned over time. The largest contributors to dividend income include iShares California Muni Bond ETF - $1.96M, iShares National Muni Bond ETF - $1.28M, iShares MBS ETF - $1.2M, VanEck Long Muni ETF - $1.16M, and First Trust Municipal High Income Fund - $1.15M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Bill Ryan's monthly returns?
Bill Ryan's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Bill Ryan's strategy be considered aggressive or moderate?
Bill Ryan's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Bill Ryan's strategy?
Bill Ryan's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
